Jon R. Lee was born and raised in Sarasota, Florida. Mr. Lee's roots run very deep in Sarasota, his mother Marilynn attended Sarasota High School and his father Dick graduated from Manatee High School. Jon graduated from Sarasota High School in 1987, before attending the University of Florida. At the University of Florida, Jon played on both the baseball and football teams and is a proud member of the Alpha Tau Omega Fraternity. After graduating from UF with a Bachelor of Science degree in 1991, Jon moved back to Sarasota and began his career in the Financial Industry. He has been working in the financial services industry serving high net worth clients and corporations for over 23 years. Jon has strong ties to the community of Sarasota and focuses on helping the area youth. Jon serves as the Chairman of the foundation board at the Sarasota Boys and Girls Club and has been the quarterback coach for Sarasota High's football team for the past seven years. Jon is also a member of the Board of Directors for the Sarasota County University of Florida Gator Club, a board member for ITN Sarasota, a member on The Sarasota County Sheriff's Advisory Board and President of the Southwest Florida Sunrise Success BNI chapter. Before founding LCM Capital Advisors, Mr. Lee worked for Raymond James, Legg Mason and Smith Barney where he served as Vice President of Investments. Jon serves as the Managing Partner and Chief Executive Officer of Wealth Management of LCM Capital Advisors.
Pamela comes to LCM Capital Advisors with over 35 years of experience in the investment arena. Before she joined the firm in 2010 as Director of Operations, Pamela gained valuable industry knowledge and insight while working at stalwart Wall Street firms Dean Witter Reynolds, Kidder Peabody, Prudential, and Morgan Stanley. With a keen working knowledge of operational development, Pamela functions within the framework of investor goals. Pamela is involved with servicing high net worth individuals, families and foundation accounts, ensuring the transition of assets, lending solutions, and monitoring the management of client portfolios. Pamela's role as liaison to upper management assures efficient integration of compliance, administrative, and sales protocols. Pamela is a FINRA Series 99 Registered Operations Principal. Pamela studied Finance and Psychology at Howard University in Washington, D.C. while on an athletic scholarship, where she competed in volleyball leading to a semi-pro career and coaching opportunities in the sport. When not working, Pamela enjoys living the "Florida lifestyle" with her husband Barry and their dog Nina. As an avid sports enthusiast with a competitive spirit, Pamela brings a determination and strong work ethic to her position. Pamela is a Certified Notary Public for the State of Florida and a Professional Signing Agent. Pamela is a proud member of the following associations: National Association of Professional Woman (NAPW), Women's Athletes Business Network (WABN), and the United Negro College Fund (UNCF).
Jeff comes to LCM with over twenty years of experience working with professional organizations in developing, fostering, and maintaining athletics acumen that promote a positive mindset, image, and personal growth. Proven ability to provide strategic thinking, effective training, marketing, and allocation to better position brands and athletes. Jeff graduated from East Carolina University in 1991 with a bachelors of science in construction management. Following his college graduation, Jeff began as a professional quarterback for many reputable teams including the New York Jets, Cincinnati Bengals, New Orleans Saints, Baltimore Ravens, Arizona Cardinals, Philadelphia Eagles and the Chicago Bears. After retiring from the NFL he began working as a quarterback trainer to develop and manufacture quarterback training programs as well as agility conditioning, strength training, and improvement program. While not working in sports management, Jeff maintained a career working as a marketing partner promoting solutions to generate maximum client value in accordance to regional and global strategies. He helped to build accounts by gradually shifting toward a business stream by growing client relations and attaining trusted advisor status.
Joseph Romano is an experience investment advisor with a passion for helping individuals and companies achieve financial success through strategic investments and retirement planning. With 39 years of experience in the industry, he has established a reputation as a knowledgeable and trustworthy advisor.
Joseph Romano developed an interest in finance at an early age. He pursued his passion by studying economics at college and subsequently began his career in the financial industry. Over the years, he has gained extensive experience in the investment industry, honing his skills in investment analysis, portfolio management, and retirement planning.
Joseph is the CEO of Eagle Wealth Advisors, LLC, an investment advisory firm that has offices in both Brooklyn, New York, and Sarasota, Florida. He has built his business on the principles of integrity, professionalism, and commitment to providing personalized financial advice to his clients.
Throughout his career, Joseph has worked with individual, families, and businesses of all sizes, helping them navigate the complex world of finance and investment. He is a dedicated advisor who takes the time to get to know his clients, understand their unique financial goals, and develop customized investment plans that align with their objectives.
Joseph Romano's passion for helping others achieve financial success has been the driving force behind his successful career as an investment advisor. He is committed to providing his clients with the guidance and support they need to achieve their financial goals and secure their future.
Nicolas Brunetti was born and raised in Sarasota, Florida. He graduated from Sarasota Military Academy in 2021 and is currently studying Finance at the University of South Florida. Nicolas has a passion for the stock market and is always up to date on events in the financial world. He has earned 2 financial certifications in under a year.
In 2021, when Nicolas was 18 years old, he took and passed the Series 65 certification to become an Investment Advisor. The next year, Nicolas took the Securities Industry Essentials exam to enable him to work in a wider range of financial businesses. This coming year, he plans to study for the Chartered Financial Analyst Level 1 exam, one the most rigorous certifications for financial professionals.
Besides finance, he is interested in physical fitness, filming videos, art, music, and travelling. He speaks English, Spanish, and is learning Italian.
Lorne M. Claymore, RMC, CD, spent his early life in Canada, obtaining a Mechanical Engineering degree from the royal Military College of Canada and as an Officer in the Royal Canadian Air piloting the CF-188 Hornet and fulfilling numerous operational and leadership roles. He moved to Sarasota, Florida nearly ten years ago where he joined Edward Jones as a financial advisor and he and his wife, Kristen, expanded their family with their sons Bodhi & Jett, who make up the entirety of their world. Together they enjoy local boating and leisure travel, and Lorne still gets to fly with an airline. His passion to help people reach their financial goals endures and looks forward to helping you obtain yours.